“It has great potential to add value”

“PANALITIX helps to frame a conversation and sales meeting with clients”

PANALITIX gives you the ability to get discussions going with clients about their business

Other systems I have used just gives you the destination but not the landmarks, they don’t provide you with the path. PANALITIX takes the client and the accountant on a journey together and clearly shows how to get to the end destination and beyond

I really enjoyed the part about unbundling services and how to communicate the value of a project to the client – implementing this has made a massive positive impact on our accounting business

This training has given me the tools to move my business forward in areas that were a mystery to me. Great experience!

This new content has opened my eyes to many things I have been doing wrong and has given me some great ideas to try and implement in client nurturing visits straight up.

Last week, I saw in my inbox your email about the seminar at the Hilton. I jumped on to your website, noticed there was a seat available and spent $187 to register. Within 5 mins of you starting the day, I knew that your presentation would change my life forever.

I have enjoyed this training because it has given me direction on how we should follow up on our clients additional needs. We have these conversations with clients all the time but do not take the next steps and follow up – now we will.

“PANALITIX is great to be able to demonstrate to clients what they can achieve with only a few minor modifications with what they are currently doing. They don’t need to reinvent the wheel- just “tweak” a little bit and the results are GREAT. A win we had with PANALITIX was that it alerted an electrical contractor that his debtor days were “blowing out” – he had not been aware of that before. PANALITIX is a great tool for exactly that. It draws our clients attention to areas they may not already be aware of.”

"I love the flexibility of PANALITIX – it’s also a great client service providing software tool."

"What I love about PANALITIX is it prompts thought, provides a structure and format for a client meeting and interfaces with accounting systems brilliantly."

“PANALITIX is user friendly, utilising real time data, easy”

“PANALITIX is definitely the path to take going forward with clients”

“PANALITIX is a great platform to look into the key drivers of a business which helps accountants start the conversations about business improvement.”

"Quick way of engaging a client and the growth equation quickly shows the impact of changing drivers of their business"

"I love PANALITIX because its easy to use and provides useful insights for my clients when looking to achieve their business goals"

“PANALITIX has allowed us to get far greater engagement with clients and look at their future. The Growth Equation in particular is broken down in a way that clients can easily understand, relate to and formulate strategy with our help to improve their business and ultimately their wealth position”

This toolkit has opened my eyes on how to price and to value the knowledge that we have. I need to have courage and I must develop this further. It has highlighted opportunities for growth of the business rather than just from compliance jobs.

It has given me the tools to implement what I have understood to be a better way to do this business, but previously was unprepared for.